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Salesforce

2,794 hedge funds and large institutions have $180B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,149 increasing their positions, 1,215 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $210B → $180B (-$30.2B)

27% less funds holding in top 10

Funds holding in top 10: 5540 (-15)

32% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 296

Holders
2,794
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.79B
Puts
$5.79B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2976
Wellspring Financial Advisors
Ohio
RFN
2977
RDA Financial Network
Iowa
PJWM
2978
Philip James Wealth Mangement
Georgia
GGA
2979
Granite Group Advisors
Connecticut
EC
2980
EntryPoint Capital
New York
PFG
2981
PAX Financial Group
Texas
PWM
2982
Puff Wealth Management
New Jersey
HWM
2983
Hobbs Wealth Management
Indiana
IIA
2984
Integral Investment Advisors
California
BCM
2985
Brown Capital Management
Maryland
CFS
2986
Coordinated Financial Services
Colorado
WWM
2987
Whalen Wealth Management
Nevada
BFF
2988
Byrne Financial Freedom
Massachusetts
OPA
2989
Old Port Advisors
Maine
BWM
2990
BCS Wealth Management
Tennessee
RE
2991
Rydar Equities
Texas
JCM
2992
Janney Capital Management
Pennsylvania
TWA
2993
Talisman Wealth Advisors
New Jersey
RIA
2994
Realta Investment Advisors
Delaware
MPCL
2995
My Personal CFO LLC
Washington
PA
2996
PSI Advisors
Florida
PFM
2997
Patton Fund Management
Texas
CGF
2998
Constant Guidance Financial
Massachusetts
SWM
2999
Sagace Wealth Management
Florida
BWM
3000
Blossom Wealth Management
California